Investment Q&A

Q: What is your perception of JNPR’s current prospects?

Q: Hello, could you please provide any commentary that you might have on Atlassian's recent earnings call and your feelings on the stock/company. The stock is down quite a bit today.

Q: why would a cash acquisition on the Investing Activities on the cash flow statement not be in Parenthesis ?
2.4 B on the LTM.
Thanks Gord

Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.

Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

Q: Holding a full position CrowdStrike and down 6%. Seems there are headwinds as there is more competition and rising costs. Is it time to sell???.......Yea, me inclined to do so!!!....Tom

Q: Hello 5i Team,

With the continued decline of stocks related to the semi-conductor industry (e.g. materials, fabrication, testing), is now a good time to buy for a 3+ year hold? Or should I wait for prices to settle?

Either way, could you please recommend 3 stocks for me to consider (not including NVDA, which I already own) and include a brief comment explaining each choice.

Thanks!

Q: Gentlemen;

If you were to start a position in a chip Company would you select NVDA over MU?

Q: When the price of oil tanked, a few fund managers pounded the table. Now that tech is sputtering significantly, do you see multiples of today's prices in the next 18 months?
Specifically, Nvidia, Lightspeed, Topics, Shopify, Google, Facebook, Apple, Amazon, etc.
Is now the time or once the gut-wrenching war subsides or would you stay away?
Thanks.

Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!

Q: What are the prospects for a five year
hold.

Thanks
Thomas

Q: I bought the above 3 companies when they IPO. CVO and CPLF have lost almost half their value. Should I sell and the loss.? And what do you think of MAGT?
What would you recommend as replacement?

Q: Is Stride taking over from the downtrodden Chinese education providers, TAL, etc.?Bottom line, what is your perspective on their intermediate term prospects?

Q: what , if anything,will trigger a rebound in shop apart from general market conditions. if they buy deliverr is this a good move.

Q: Would appreciate your comments on results. Thanks John

Q: ERTH .. your opinion please on buying at these levels for future growth

Q: I own half positions in all three and am trying to decide what to do. Over the past 12 months ENGH has materially underperformed KXS and DSG, so I'm considering dropping it. At this time, do you feel the underperformance gives ENGH a greater potential to rebound, or is it the one to cut while increasing the other two (or adding different name in the sector)?

Thanks

Q: Where would you rank APPS right now in relation to the above companies for a buy right now?

Q: What would be your top 5 US picks based on current value and long term growth?

Thanks as always.

Kevin

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L